CWA Asset Management Group’s Schwab US Broad Market ETF SCHB Stock Holding History

CWA Asset Management Group’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,783	Closed	-$283K	–	736
2025 Q4	$283K	Buy	+10,783	New	+$281K	0.01%	557
2020 Q1	–	Sell	-18,354	Closed	-$235K	–	261
2019 Q4	$235K	Buy	18,354 +168	+0.9%	+$2.06K	0.04%	204
2019 Q3	$214K	Buy	18,186 +66	+0.4%	+$780	0.03%	195
2019 Q2	$213K	Hold	18,120	–	–	0.04%	205
2019 Q1	$206K	Buy	+18,120	New	+$198K	0.04%	199
2018 Q4	–	Sell	-17,886	Closed	-$210K	–	218
2018 Q3	$210K	Buy	+17,886	New	+$206K	0.05%	186

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

CWA Asset Management Group's SCHB Position: Q1 2026 in Review

CWA Asset Management Group sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 10,783 shares — an estimated $283K sold.

CWA Asset Management Group first reported a position in SCHB in Q3 2018 and held it in 6 quarters. The position peaked at $283K in Q4 2025. 1,321 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

CWA Asset Management Group reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
CWA Asset Management Group sold 10,783 Schwab US Broad Market ETF shares in Q1 2026, an estimated $283K.
CWA Asset Management Group first reported a position in Schwab US Broad Market ETF in Q3 2018 and held it in 6 quarters.
CWA Asset Management Group's Schwab US Broad Market ETF position peaked at $283K in Q4 2025.
1,321 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on CWA Asset Management Group's 13F filing for Q1 2026, filed 20 Apr 2026.